Our Will Questionnaire makes it easy to get started.

Your Will may be simple, but your life may not be.

Our Will Questionnaire helps you to get started and is the guide that allows us to do our due diligence while helping us to understand your unique situation. Will disputes and Estate litigation is increasing, and you may not realize that your particular situation holds risk factors. Our guide allows us to go through factual information while at the same time getting to know you and understanding your story or family context.

We plan to make the process as straightforward and easy as possible. Our Estate planning is the discussion around what you have now in your Estate, what is reasonably anticipated to be in your Estate upon death, and what your obligations may be to certain people in your family. We take the time to listen to you carefully as these aspects must be considered when planning for your Will. Subsequently, the words in your Will are carefully chosen to ensure that the meanings and terms reflect your true intentions. From us, you will receive the insight, guidance, and advice as required to help you make the best-informed decisions regarding what you put into your Will.

Watch our 45-minute educational webinar on Wills.

Have questions? Chat with us via phone or email.